ACRNX vs. SPY
Compare and contrast key facts about Columbia Acorn Fund (ACRNX) and State Street SPDR S&P 500 ETF (SPY).
ACRNX is managed by Columbia. It was launched on Jun 10, 1970. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
ACRNX vs. SPY - Performance Comparison
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ACRNX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | -9.00% | 4.80% | 14.46% | 21.85% | -33.80% | 8.62% | 29.65% | 26.65% | -8.82% | 25.22% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, ACRNX achieves a -9.00% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, ACRNX has underperformed SPY with an annualized return of 7.33%, while SPY has yielded a comparatively higher 13.98% annualized return.
ACRNX
- 1D
- -1.97%
- 1M
- -12.92%
- YTD
- -9.00%
- 6M
- -7.88%
- 1Y
- 10.67%
- 3Y*
- 6.52%
- 5Y*
- -1.27%
- 10Y*
- 7.33%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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ACRNX vs. SPY - Expense Ratio Comparison
ACRNX has a 0.83% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
ACRNX vs. SPY — Risk / Return Rank
ACRNX
SPY
ACRNX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and State Street SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACRNX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.93 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.45 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.22 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.53 | -1.09 |
Martin ratioReturn relative to average drawdown | 1.61 | 7.30 | -5.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACRNX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.93 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.69 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.78 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.56 | +0.07 |
Correlation
The correlation between ACRNX and SPY is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACRNX vs. SPY - Dividend Comparison
ACRNX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.14%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 0.00% | 0.00% | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 8.55% | 23.63% | 39.09% | 63.48% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
ACRNX vs. SPY - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -56.70%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ACRNX and SPY.
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Drawdown Indicators
| ACRNX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -55.19% | -1.51% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -12.05% | -4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -45.58% | -24.50% | -21.08% |
Max Drawdown (10Y)Largest decline over 10 years | -45.58% | -33.72% | -11.86% |
Current DrawdownCurrent decline from peak | -20.25% | -6.24% | -14.01% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -9.09% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.52% | +1.95% |
Volatility
ACRNX vs. SPY - Volatility Comparison
Columbia Acorn Fund (ACRNX) has a higher volatility of 7.83% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that ACRNX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACRNX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 5.31% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 9.47% | +5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 19.05% | +5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 17.06% | +7.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 17.92% | +4.96% |